Investment Q&A

Q: How do valuations of AVLR look like in comparison to your other high-growth favorites (e.g., VEEV, DOCU, AYX, TEAM, CRWD, FSLY, TTD)? It is clear that AVLR is expensive, but I wanted to get a feel of where it stands w.r.t to peers. Would you a start a position for a minimum 5-year hold at current prices? Is there a much better company to invest in from the group I mentioned?

Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!

Q: Hello - I have some capital that i am looking to deploy and wondering if now is a good time or should i hold on to it.... in anticipation of another reset with news of a second wave, etc.

Also what are your top 10 -15 names right now regardless of portfolio balancing needs - open to American or CAD names - preferably limited small caps.

Lastly, i am kicking myself for not buying SHOP on the pullback.. is it still a buy right now in your opinion? or wait...

thanks so much.

Q: Hello Peter and team.
I do re-balance the portfolio every 6 months, (June/Dec), These are the 10 names in my bag and they treat me well:
ZNQ 55%,
TSLA 9%;
FB 6%
MSFT 6%
SOXX 5%;
GOOG 5%;
AMZN 4%
AAPL 3% ;
CSU.TO 4%
Cash 3%
1. Would you suggest to trim ZNQ to the level, say to 50% ? to free up the cash then add any other names, or top up some of those existing individual names? or vice versa? stick with current no change need to be made for now?
2. in a long run, what might be the biggest risk in my bag could lose the alpha (Index)
Thanks for everything !

Q: I know this is tough to answer but are there any companies out there you see today that could potentially duplicate the great returns of the SHOP,CSU,NFLX, LULU etc.. either in US or Canada? thank you

Q: Thank you for your comments on RPD earnings report yesterday. In your response you said "We would not be overly concerned here, though it has slipped some spots on our list of growth companies". Can you let me know what growth companies you have higher up on your list. I am up 20% on RPD and am happy to sell it for something higher up on your list.

Thanks so much for your excellent service.

Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.

Q: Hi 5i -- my son (age 26) has recently started working in a well-paying job in the US. He's saving a good portion of his salary and has asked me what he should be investing in. No debt. He's looking to invest for long-term growth for retirement in 40 years or so. About 1/3 of his holdings right now are in Brookfield Asset Management, 1/2 are split between VIG and USMV, and the rest is Berkshire Hathaway and CN for his non-registered accounts. Right now non-registered savings are $75k.
His 401k is separate in Vanguard SP500 index fund. He is a believer in pay yourself first and has been able to save and invest 5,000/month US!

He's looking for good growth stocks or funds that will increase steadily over the long term. He's earning enough now that he doesn't need dividends in the short term but he's not opposed theoretically if everything fits together. Any thoughts on what he should be investing in? Thanks.

Q: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards

Q: Can I have your view on results just issued.
Thanks
John

Q: Your thoughts please on earnings from RUBI? As a small company with similarities to TTD they don't seem to be performing as well. What did you like or not like in their quarter? Are they well capitalized to weather the storm? Do you see upside from here for a speculative position in a TFSA and would you advise for or against a new 1/2 position.

Thanks!

Q: Can you give me your opinion on TTD earnings and outlook, that is, if you follow it closely enough to do so. Thank-you.

Q: Hello 5i
From a pure growth perspective what order would you rank these stocks over the next few years?
Thank you
Dave

Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.

Q: From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM

Q: Good morning everyone. Would you beable to give me a few ideas of value stocks and also growth stocks that will be moving in this market. If you have time possibly in both Canadian and US mkarkets. Enjoy reading all your articles. Thank you for all your insight.

Q: Thoughts on the above companies?

Q: Hi!

I believe 5i has correctly stated in the past that in a recovery the bigger, stronger names will bounce earlier and more powerfully than smaller and perhaps more speculative names. Companies like TTD and TEAM have either bounced or held up better than names like RUBI or YEXT which fits your comments. SHOP vs LSPD in Canada would be another example. My question is not about these names specifically but if you could please list 4-5 names in the USA space that are well capitalized (can survive) and undervalued (haven't bounced like you might have thought yet). I am not looking for value stocks but growth themed stocks that have been unfairly punished or neglected in the recovery.
Thanks so much!

Q: Hi Team,
I am holding TWLO, and down 12% on it as of today. It has been showing some strength lately with the other tech names, but perhaps not as much as some others. What do you think of this companies growth potential? I am wondering if I should hold it, or if you would recommend switching the holding into a different US tech growth stock that you are much more convinced of (was noticing ROKU or DOCU)? I currently already hold NOW, AYX, CRM, SQ,TTD,FB. Thanks for your advice.

Shane.

Q: Hi Team,
I hold the following stocks in my TFSA: AYX, FB, LSPD, SQ, TTD. Lightspeed is by far my worst performer so far in this group (-50%). I was thinking of possibly "Doubling down" on lightspeed in order to lower my average price, and also with the thought being since its sold off the most in this group, that it may have the highest potential return in a time frame of say a couple yrs. But.. I hold no cash in this account for the most part, so I would have to trim one or 2 of these holdings in order to raise the cash required to buy more LSPD. I am a bit hesitant to do this as I am a firm believer in the other holdings as well. If you were to trim, which would it be from out of the list of stocks given, in order to buy more LSPD? Or would you consider doing this at all given the prospects of the other stocks in this list? Note that I would not have to trim alot from the other ones as LSPD is currently down so much that it wouldn't take too much to double down on it. I am using my TFSA for high growth, and not overly concerned with weightings as long as the holdings are of quality and high growth potential. Thanks for the advice.

Shane.